Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47499.29 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46104.44 Kr¶
PnL: ---------------------------------------> -784.13 Kr¶
DD now: ---------------------------------> -2.325 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 14:38:38.919962'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -3.850000 | 3114.800000 | 143.800000 | 4.840000 | 2971.000006 |
| HEBA B | 70 | -2.130000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.330000 | 426.800000 | 71.800000 | 20.230000 | 355.000000 |
| Corem Property Group B | 59 | -1.790000 | 646.050000 | 69.050000 | 11.970000 | 576.999999 |
| HMS Networks | 2 | -1.120000 | 707.600000 | 34.600000 | 5.140000 | 673.000000 |
| Eastnine | 4 | -0.160000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Norva24 Group | 16 | -2.830000 | 559.680000 | 16.680000 | 3.070000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.780000 | 260.160000 | 14.160000 | 5.760000 | 246.000000 |
| Coor Service Management Hold. | 8 | 0.150000 | 545.200000 | 13.200000 | 2.480000 | 532.000000 |
| OEM International B | 7 | -1.400000 | 541.100000 | 13.100000 | 2.480000 | 527.999997 |
| Midsona B | 63 | -1.670000 | 594.720000 | 11.720000 | 2.010000 | 582.999984 |
| Resurs Holding | 22 | -0.110000 | 583.000000 | 9.000000 | 1.570000 | 573.999998 |
| Intrum | 4 | -0.710000 | 532.200000 | 5.200000 | 0.990000 | 527.000000 |
| MedCap | 2 | -1.160000 | 425.000000 | 4.000000 | 0.950000 | 421.000000 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Karnov Group | 9 | 1.360000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Handelsbanken A | 5 | -1.800000 | 547.000000 | 1.000000 | 0.180000 | 546.000000 |
| Essity B | 2 | -0.930000 | 574.600000 | 0.600000 | 0.100000 | 574.000000 |
| AcadeMedia | 12 | 0.430000 | 557.280000 | 0.280000 | 0.050000 | 557.000004 |
| Essity A | 4 | -0.170000 | 1148.000000 | -1.000000 | -0.090000 | 1149.000000 |
| Nordea Bank Abp | 29 | -1.180000 | 3449.840000 | -4.160000 | -0.120000 | 3453.999992 |
| Swedbank A | 3 | -1.820000 | 559.800000 | -4.200000 | -0.740000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -5.050000 | 552.300000 | -9.700000 | -1.730000 | 562.000005 |
| Securitas B | 6 | -1.250000 | 559.920000 | -10.080000 | -1.770000 | 570.000000 |
| Boozt | 12 | -0.070000 | 1629.600000 | -24.400000 | -1.480000 | 1653.999996 |
| CTEK | 13 | -0.910000 | 508.430000 | -25.570000 | -4.790000 | 533.999999 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| Vivesto | 1368 | 0.990000 | 558.960000 | -54.040000 | -8.820000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.270000 | 519.000000 | -75.570000 | -12.710000 | 594.565215 |
| Sampo Oyj SDB | 7 | -1.020000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| SAAB B | 8 | -1.240000 | 3259.200000 | -117.800000 | -3.490000 | 3377.000000 |
| OX2 | 18 | -1.110000 | 1527.300000 | -136.700000 | -8.220000 | 1663.999992 |
| Axfood | 13 | -0.440000 | 3563.300000 | -192.700000 | -5.130000 | 3756.000001 |
| Fasadgruppen Group | 35 | 0.200000 | 3563.000000 | -248.000000 | -6.510000 | 3810.999990 |
| Ovzon | 52 | 2.230000 | 3094.000000 | -268.000000 | -7.970000 | 3361.999992 |
| TOTAL | 46104.440000 | -784.130000 | -2.32491% | 46888.564618 |
Updated:¶
'2023-01-13 14:38:50.952535'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
